VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,755,051 | -14.4% | 32,792 | -10.3% | 0.01% | 0.0% |
| Q2 2023 | $2,049,328 | -13.0% | 36,543 | -14.3% | 0.01% | -15.4% |
| Q1 2023 | $2,355,390 | -6.6% | 42,662 | -12.5% | 0.01% | -7.1% |
| Q4 2022 | $2,521,012 | +16.3% | 48,743 | +3.0% | 0.01% | +7.7% |
| Q3 2022 | $2,167,000 | -44.3% | 47,344 | -37.1% | 0.01% | -38.1% |
| Q2 2022 | $3,888,000 | +0.8% | 75,327 | +16.7% | 0.02% | +10.5% |
| Q1 2022 | $3,856,000 | -1.1% | 64,550 | +5.2% | 0.02% | +5.6% |
| Q4 2021 | $3,899,000 | +16.6% | 61,334 | +16.0% | 0.02% | +5.9% |
| Q3 2021 | $3,344,000 | -9.1% | 52,855 | -5.6% | 0.02% | -10.5% |
| Q2 2021 | $3,678,000 | -69.8% | 56,001 | -71.2% | 0.02% | -71.6% |
| Q1 2021 | $12,181,000 | +8.0% | 194,271 | +3.7% | 0.07% | -1.5% |
| Q4 2020 | $11,274,000 | +20.2% | 187,393 | +4.2% | 0.07% | +11.5% |
| Q3 2020 | $9,381,000 | -9.9% | 179,809 | -15.0% | 0.06% | -19.7% |
| Q2 2020 | $10,407,000 | +12.0% | 211,645 | -4.4% | 0.08% | -1.3% |
| Q1 2020 | $9,288,000 | -36.7% | 221,345 | -16.0% | 0.08% | -18.9% |
| Q4 2019 | $14,668,000 | +5.2% | 263,392 | -2.4% | 0.10% | -3.1% |
| Q3 2019 | $13,944,000 | -6.0% | 269,911 | -4.0% | 0.10% | +1.0% |
| Q2 2019 | $14,827,000 | +3.0% | 281,085 | +1.3% | 0.10% | -4.0% |
| Q1 2019 | $14,400,000 | -10.6% | 277,466 | -18.7% | 0.10% | -21.1% |
| Q4 2018 | $16,107,000 | -21.4% | 341,099 | -10.2% | 0.13% | -11.1% |
| Q3 2018 | $20,505,000 | +2.3% | 379,717 | +2.5% | 0.14% | -3.4% |
| Q2 2018 | $20,039,000 | +12.5% | 370,398 | +17.6% | 0.15% | +9.6% |
| Q1 2018 | $17,807,000 | -3.4% | 314,884 | -2.9% | 0.14% | -6.8% |
| Q4 2017 | $18,431,000 | +1.9% | 324,428 | -1.8% | 0.15% | -4.6% |
| Q3 2017 | $18,083,000 | +7.8% | 330,405 | +2.4% | 0.15% | +2.0% |
| Q2 2017 | $16,767,000 | +10.0% | 322,637 | +5.2% | 0.15% | +5.6% |
| Q1 2017 | $15,243,000 | +23.5% | 306,832 | +14.1% | 0.14% | +18.3% |
| Q4 2016 | $12,340,000 | -2.1% | 268,957 | +0.7% | 0.12% | -1.6% |
| Q3 2016 | $12,606,000 | +11.9% | 267,019 | +4.3% | 0.12% | +6.1% |
| Q2 2016 | $11,261,000 | +38.7% | 255,925 | +41.6% | 0.12% | +27.8% |
| Q1 2016 | $8,119,000 | +103.6% | 180,733 | +104.4% | 0.09% | +95.7% |
| Q4 2015 | $3,988,000 | -43.6% | 88,400 | -44.6% | 0.05% | -45.9% |
| Q3 2015 | $7,070,000 | -13.0% | 159,515 | -1.2% | 0.08% | -9.6% |
| Q2 2015 | $8,123,000 | +33.4% | 161,390 | +39.9% | 0.09% | +27.0% |
| Q1 2015 | $6,087,000 | +283.3% | 115,350 | +251.1% | 0.07% | +516.7% |
| Q4 2014 | $1,588,000 | +78.0% | 32,850 | +87.9% | 0.01% | -20.0% |
| Q3 2014 | $892,000 | +0.1% | 17,484 | +6.5% | 0.02% | -11.8% |
| Q2 2014 | $891,000 | +52.0% | 16,419 | +46.2% | 0.02% | +41.7% |
| Q1 2014 | $586,000 | – | 11,229 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 3,862,375 | $208,954,000 | 29.89% |
| Berman Capital Advisors, LLC | 761,717 | $41,208,000 | 14.34% |
| Lee Financial Group Hawaii, Inc. | 277,150 | $14,994,000 | 13.88% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 327,380 | $17,711,000 | 13.80% |
| Boothe Investment Group, Inc. | 240,315 | $13,001,000 | 12.16% |
| RETIREMENT CAPITAL STRATEGIES | 408,634 | $22,107,000 | 11.66% |
| Coyle Financial Counsel LLC | 177,669 | $9,612,000 | 9.01% |
| FIDUCIENT ADVISORS LLC | 566,580 | $30,652,000 | 8.90% |
| Sigma Investment Management Co | 186,466 | $10,088,000 | 8.37% |
| Cedar Wealth Management, LLC | 265,408 | $14,359,000 | 8.06% |